How big is Hawke Financial Group, LLC's plan?

Hawke Financial Group, LLC's plan reported $546K in assets and 3 participants for 2024.

Original filing (PDF)20251016123001NAL0003186643001

Hawke Financial Group, LLC

Name: Hawke Financial Group, LLC — Hawke Financial Group, Form 5500 (2024)
Creator: Hawke Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hawke Financial Group 401(k) Plan

401(k) retirement plan · Hawke Financial Group, LLC's Hawke Financial Group 401(k) Plan held $546K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$546K

Net assets (EOY)

$546K

Plan identifiers

Hawke Financial Group, LLC's EIN is 95-4894682.

EIN 95-4894682

Plan number 001

Plan year 2024

ACK ID 20251016123001NAL0003186643001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hawke Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hawke Financial Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HAWKE FINANCIAL GROUP, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score